by the Storen Team | Jul 1, 2020 | Meet the Team
Daniel Walters, EA Senior Tax Accountant Daniel joined our team in the summer of 2020. He graduated from Valparaiso University with a bachelor’s degree in Accounting and a minor in Analytics, all while competing as a Division 1 athlete in both cross country and...
by the Storen Team | Jun 1, 2020 | Meet the Team
Erika Lewis Business Services Director QuickBooks Online Advanced Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Erika joined the Storen Financial team in 2020 after spending the previous 14 years working in the non-profit sector. Prior to...
by the Storen Team | Jun 1, 2020 | Meet the Team
Martha Medlen, AFSP Tax Preparer Martha attended tax school and then completed taxes for several years prior to joining Storen Financial in 2017. She is an IRS annual seasonal tax preparer and assists with data entry, organizing client files, and contacting clients...
by the Storen Team | Jan 5, 2020 | Meet the Team
Matt Wilson Portfolio Analyst Assistant Matt joined the Storen Financial team in 2019 and is thankful to be a part of a dedicated, family-run business. He realized his love for finance at the age of fifteen when he began investing and since then, he has accumulated...
by the Storen Team | Jan 5, 2020 | Meet the Team
Laura Frey Financial Assistant Laura joined Storen Financial in 2019, bringing 20+ years of experience in the financial services area. She attended Florida Gulf Coast University in Fort Myers, Florida. Laura’s responsibilities include assisting with investment...
by the Storen Team | Jan 1, 2020 | Meet the Team
Rhissa Johnson Scheduling Specialist Rhissa graduated from Aurora High School and attended Indiana State University. She retired after 35 years in the corporate world and then started with Storen Financial in 2016 as a seasonal employee. Rhissa then became a full-time...
